investment options


Interest rates on accounts for vested pension benefits are at 0 - 0,25% p.A. (as per october 2016)

It is obvious: On a long term view, there is no significant growth possible.

 

In cooperation with one of the leading foundation for vested pension benefits, I can offer various options to invest assets of vested pension benefits in an attractive and client friendly way.

Thanks to my independence, I work with a number of different banks, investment foundations and providers of collective investment products to guarantee my clients the best possible solution.

 

This is as well possible for assets in accounts "pillar 3a"

 

The legal requirements are regulated in the "Pension Fund law" - BVV2 - this means in particular:

 

percentage of equities max:                       50%

percentage of foreign currencies max:    30%

percentage of real estate max:                  30%

 

Starting from CHF 50'000,  you can basically invest in any BVG/LPP-compliant investment fund.  I support you in composing a risk adjusted allocation and management. My partner banks offer you attractive terms and conditions.

 

Selection of BVG/LPP-compliant investment funds:

 

  • SwissLife
  • UBS
  • Winterthur AWI
  • Bâloise
  • Credit Suisse
  • Pictet
  • Safra Sarasin
  • Swisscanto
  • Zürcher Kantonalbank
  • Zürich

Let me support you in the structuring and execution. Contact me without any obligation